A Behavioral Portfolio

SEM takes a different perspective when it comes to investing. We have always understood the impact of emotions on decision making, especially when it comes to investments. We have a goal of helping offset clients’ emotions in order to prevent them from making reactionary decisions with their investment portfolios. Having emotions is not necessarily a bad thing – it’s what makes you human. In fact, these emotions often lead to PREDICTABLE mistakes. Once we understand this we can structure portfolios designed to offset these mistakes.

​While studying for the CFA exam, SEM Portfolio Manager Jeff Hybiak found that SEM had always recommended a behavioral approach to investing, but we had never communicated it in such a way.  Here’s how you can utilize your own behavioral approach to structure a customized portfolio.

SEM's Pyramid

SEM Portfolio Manager, Jeff Hybiak takes a deeper dive into the above pyramid.

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